Private Wealth Management Group, LLC

Est. AUM

$380.9M

13F long equity, this entity only

Positions

1,442

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$12.4M	175481	3.27%	SOLE
2	PALANTIR TECHNOLOGIES INC	CL A	$8.1M	55541	2.13%	SOLE
3	APPLE INC	COM	$8.0M	31360	2.09%	SOLE
4	ISHARES TR	NATIONAL MUN ETF	$7.1M	66780	1.86%	SOLE
5	ISHARES TR	SHRT NAT MUN ETF	$5.2M	48573	1.36%	SOLE
6	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$4.9M	98150	1.29%	SOLE
7	DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.5M	71769	1.18%	SOLE
8	JOHNSON & JOHNSON	COM	$2.6M	10656	0.68%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.5M	38982	0.66%	SOLE
10	AMERICAN CENTY ETF TR	US EQT ETF	$2.3M	20826	0.61%	SOLE
11	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.2M	25492	0.57%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.1M	26017	0.55%	SOLE
13	ISHARES TR	ESG AW MSCI EAFE	$1.8M	18977	0.48%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	4840	0.41%	SOLE
15	ISHARES TR	S&P 500 VAL ETF	$1.5M	7164	0.40%	SOLE
16	NUSHARES ETF TR	NUVEEN ESG LRGVL	$1.3M	28971	0.35%	SOLE
17	PRINCETON BANCORP INC	COM	$1.3M	39041	0.35%	SOLE
18	MICROSOFT CORP	COM	$1.3M	3504	0.34%	SOLE
19	ISHARES TR	USD GRN BOND ETF	$1.3M	27196	0.34%	SOLE
20	ISHARES TR	ESG AWRE USD ETF	$1.2M	52141	0.32%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2517	0.32%	SOLE
22	NVIDIA CORPORATION	COM	$1.1M	6407	0.29%	SOLE
23	ISHARES TR	S&P 500 GRWT ETF	$1.1M	9588	0.28%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.0M	14095	0.27%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	10876	0.27%	SOLE
26	ISHARES TR	CORE S&P MCP ETF	$1.0M	15135	0.27%	SOLE
27	ISHARES TR	MSCI EAFE ETF	$944K	9715	0.25%	SOLE
28	ISHARES TR	0-5 YR TIPS ETF	$921K	8904	0.24%	SOLE
29	ISHARES INC	ESG AWR MSCI EM	$789K	17356	0.21%	SOLE
30	ALPHABET INC	CAP STK CL A	$730K	2540	0.19%	SOLE
31	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$672K	12426	0.18%	SOLE
32	JPMORGAN CHASE & CO	COM	$649K	2207	0.17%	SOLE
33	EXXON MOBIL CORP	COM	$620K	3657	0.16%	SOLE
34	AMAZON COM INC	COM	$605K	2907	0.16%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$586K	901	0.15%	SOLE
36	NUSHARES ETF TR	NUVEEN ESG LRGCP	$566K	6222	0.15%	SOLE
37	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$527K	10771	0.14%	SOLE
38	PROCTER & GAMBLE CO	COM	$509K	3521	0.13%	SOLE
39	ISHARES TR	ESG AWRE 1 5 YR	$501K	19994	0.13%	SOLE
40	BROADCOM INC	COM	$481K	1555	0.13%	SOLE
41	VANGUARD INDEX FDS	S&P 500 ETF SHS	$470K	786	0.12%	SOLE
42	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$448K	9576	0.12%	SOLE
43	ISHARES TR	RUS 1000 GRW ETF	$436K	1022	0.11%	SOLE
44	META PLATFORMS INC	CL A	$434K	758	0.11%	SOLE
45	MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$424K	41032	0.11%	SOLE
46	ISHARES TR	CORE S&P SCP ETF	$418K	3363	0.11%	SOLE
47	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$417K	9251	0.11%	SOLE
48	NUSHARES ETF TR	NUVEEN ESG MIDVL	$416K	10727	0.11%	SOLE
49	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$406K	8449	0.11%	SOLE
50	HOME DEPOT INC	COM	$393K	1195	0.10%	SOLE

1–50 of 1,426

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.